TheClient An established Wealth Management business with running financial planning and discretionary investment portfolios. The Role This is a great opportunity for an experienced T&C Manager working closely with the Front Office ensuring that Front Office Wealth Management also developing Junior Advisors. The T&C Manager will also offerregulatory oversight, soft skills coaching, and business management guidance to ensure they are well-prepared for a successful career in Financial Advice. The T&C Manager will ensure Financial Advisors and Wealth Advisors meet FCA training and Competence requirements, completing relevantqualifications and all licensing documentation. The T&C Manager will ensure Advisers are held accountable for their own professional development and that all Trainee Advisors are performing to the levels required with the business. <p sty…
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JJ Search Recruiting Team